Litman Gregory Wealth Management LLC Buys 2,180 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Litman Gregory Wealth Management LLC grew its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 5.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,217 shares of the company’s stock after buying an additional 2,180 shares during the period. Litman Gregory Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $4,904,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in DSI. Bank of New York Mellon Corp raised its stake in iShares ESG MSCI KLD 400 ETF by 8.8% during the 1st quarter. Bank of New York Mellon Corp now owns 1,110,053 shares of the company’s stock worth $113,681,000 after acquiring an additional 89,622 shares during the period. SCS Capital Management LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at $7,043,000. Ameriprise Financial Inc. raised its position in shares of iShares ESG MSCI KLD 400 ETF by 5.2% during the 1st quarter. Ameriprise Financial Inc. now owns 989,124 shares of the company’s stock valued at $101,330,000 after purchasing an additional 48,505 shares during the period. Jones Financial Companies Lllp lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 458.0% during the 1st quarter. Jones Financial Companies Lllp now owns 55,134 shares of the company’s stock valued at $5,646,000 after buying an additional 45,254 shares in the last quarter. Finally, Wealthspire Advisors LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 100.1% during the 1st quarter. Wealthspire Advisors LLC now owns 72,984 shares of the company’s stock valued at $7,474,000 after buying an additional 36,517 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI stock opened at $126.71 on Monday. iShares ESG MSCI KLD 400 ETF has a 52-week low of $89.16 and a 52-week high of $127.28. The firm has a market capitalization of $4.98 billion, a PE ratio of 26.56 and a beta of 1.02. The stock has a fifty day simple moving average of $122.28 and a two-hundred day simple moving average of $113.28.

iShares ESG MSCI KLD 400 ETF Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.